margin lending

Financial planning

Opening up a whole new world of clients...

Margin lending clients can open up a whole new demographic market for advisers, according to Macquarie Bank Equities Lending associate di-rector, Mary Thompson. Thompson,...

Financial planning

Margin lending steps up a gear

ANZ Margin Lending has upped the ante in the margin lending market, announcing it will increase gearing on selected stocks to 80 per cent. The move follows a review of a...

Financial planning

New-found respectability for sophisticated product

Margin lending is a product that has traditionally polarised finan-cial planners. While it has enjoyed strong support from a number of planners, some have preferred to st...

Financial planning

Banks step up a gear with margin lending

As managed funds market share data affirms, the banks can be fierce competitors when they get their acts together. Now, Australia's major banks are taking more than a pas...

Financial planning

Liability - an adviser's fear, a dealer's worst nightmare

Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...

Financial planning

Margin lending profits inflated: Walker

Profits for margin lending providers are artificially high, according to an industry figure....

Financial planning

A flying start with new products

In today’s increasingly sophisticated investment environment, it is more important than ever for financial advisers to keep up with new types of investment products on th...